Sigma Planning Corp’s Nuveen High Income December 2019 Target Term Fund JHD Stock Holding History

Sigma Planning Corp’s Portfolio JHD Stock Details JHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-15,334	Closed	-$151K	–	1026
2018 Q3	$151K	Sell	15,334 -4,295	-22%	-$42.3K	0.01%	899
2018 Q2	$193K	Buy	19,629 +5,579	+40%	+$54.8K	0.01%	831
2018 Q1	$138K	Sell	14,050 -10,080	-42%	-$99.6K	0.01%	808
2017 Q4	$242K	Buy	24,130 +734	+3%	+$7.38K	0.02%	694
2017 Q3	$237K	Sell	23,396 -1,925	-8%	-$19.7K	0.02%	705
2017 Q2	$259K	Buy	+25,321	New	+$260K	0.02%	617

Other funds holding JHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sigma Planning Corp's JHD Position: Q4 2018 in Review

Sigma Planning Corp sold out of Nuveen High Income December 2019 Target Term Fund (JHD) in Q4 2018, closing a stake of 15,334 shares — an estimated $151K sold.

Sigma Planning Corp first reported a position in JHD in Q2 2017 and held it in 6 quarters. The position peaked at $259K in Q2 2017. 32 funds tracked by Wall St. Rank hold JHD as of Q4 2018.

Sigma Planning Corp reported no remaining Nuveen High Income December 2019 Target Term Fund position as of Q4 2018 after selling out during the quarter.
Sigma Planning Corp sold 15,334 Nuveen High Income December 2019 Target Term Fund shares in Q4 2018, an estimated $151K.
Sigma Planning Corp first reported a position in Nuveen High Income December 2019 Target Term Fund in Q2 2017 and held it in 6 quarters.
Sigma Planning Corp's Nuveen High Income December 2019 Target Term Fund position peaked at $259K in Q2 2017.
32 funds tracked by Wall St. Rank held Nuveen High Income December 2019 Target Term Fund as of Q4 2018.

Based on Sigma Planning Corp's 13F filing for Q4 2018, filed 31 Jan 2019.